ENGAGE
Explore the Real-World
Benefits of ESOP
Business Transitions
At Lazear, we seek to engage business owners across the country to share the many benefits
offered by ESOPs. Here you’ll get an insider’s perspective from our team and our clients, with
podcasts, videos, thought leadership, industry news, and more.
Lazear Expands to Denver Under the Leadership of Managing Director Andrew Fejer
- December 1, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions through ESOP and M&A advisory, is expanding its [...]
Lazear Advises Encorus Group on 100% Employee Stock Ownership Plan
- November 10, 2025
Lazear Capital Partners (Lazear) is proud to announce that it served as exclusive financial advisor to Encorus Group (Encorus), a [...]
Lazear Advises DiSalvo Contracting on ESOP Sale to Employees
- October 14, 2025
Lazear Capital Partners (Lazear) is pleased to announce that it served as the exclusive financial advisor to DiSalvo Contracting (DiSalvo), [...]
ESOP Exit Strategies: How Employee Ownership Preserves Your Business Legacy
- October 10, 2025
An Employee Stock Ownership Plan (ESOP) can provide a thoughtful path to transition ownership while preserving a company’s culture, rewarding [...]
H&B Builders Becomes Employee-Owned Through Sale to ESOP
- October 9, 2025
H&B Builders, a Phoenix-based construction company, has completed a sale of the company to its employees through an Employee Stock [...]
Voltage Multipliers Inc. Transitions to Employee Ownership Through ESOP
- October 2, 2025
Voltage Multipliers Inc. (VMI), a leading manufacturer of high voltage semiconductor products, has transitioned ownership to its employees through an [...]
Higley Construction Marks 100 Years with Transition to 100% Employee Ownership
- October 1, 2025
Higley Construction (Higley) is now 100% employee-owned through an Employee Stock Ownership Plan (ESOP), marking a historic milestone in the [...]
Riggs Companies Becomes Employee-Owned, Strengthens Arizona’s Construction Industry
- September 18, 2025
Riggs Companies (Riggs), one of the Southwest’s fastest-growing commercial concrete contractors, has transitioned to 100% employee ownership through an Employee [...]
Lazear Facilitates ACI Mechanical & HVAC Sales’ Transition to 100% Employee Ownership Through ESOP
- August 26, 2025
Lazear Capital Partners (Lazear) is pleased to announce it served as the exclusive financial advisor to ACI Mechanical & HVAC [...]
Lazear Advises Beck Suppliers on Transition to 100% Employee Ownership Through ESOP
- July 23, 2025
Lazear Capital Partners (Lazear) is pleased to announce it served as exclusive financial advisor to Beck Suppliers, Inc. (Beck Suppliers), a [...]
Lazear Advises Scottsdale Tech Provider Interconnect, Inc. on ESOP Transition
- July 8, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in business ownership transitions, served as exclusive advisor to Interconnect, Inc. [...]
Why More Business Owners Are Selling to Their Employees
- June 4, 2025
ESOP succession planning provides a flexible, tax-advantaged path for business transitions that benefits both owners and employees. Why an ESOP [...]
Lazear Expands Texas Presence with the Addition of Tommy Schulte
- May 29, 2025
Lazear Capital Partners (Lazear) is expanding its national footprint across Texas with the addition of Director Tommy Schulte, who will [...]
Lazear Adds Industry Veteran Rich Gioia to Lead Western New York Market
- May 6, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions through ESOP and M&A advisory, is expanding its [...]
Lazear Advises Florida Luxury Marine Dealership, Viage Group, Through ESOP Transition
- May 1, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions, is pleased to announce its role as the [...]
Why Employee-Owned Companies Catch Buyers’ Eyes — and How One Just Sold for $1B
- April 9, 2025
When business owners transition their companies to an Employee Stock Ownership Plan (ESOP), they’re often thinking about legacy, employee impact, [...]
Lazear Transitions TechSource to Employee-Owned Company with ESOP Formation
- April 7, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
Time Is Running Out to Capture the 2024 Pre-Close Contribution Deduction
- March 14, 2025
For business owners considering an Employee Stock Ownership Plan (ESOP), timing is everything—especially when it comes to securing the 2024 pre-close contribution [...]
Lazear Advises Richard Heath & Associates, Inc. on Sale to Resource Innovations
- February 28, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
Lazear Selected to Lead New Jersey Businesses in Transitioning to Employee Ownership
- February 27, 2025
Lazear Capital Partners (Lazear), a leading investment bank specializing in middle-market ownership transitions through Employee Stock Ownership Plans (ESOPs) and [...]
5 Strategies to Move Your Succession Plan Forward in 2025
- February 4, 2025
Secure your legacy in 2025 with five powerful ways to take control of your business succession strategy. Why Succession Planning [...]
Lazear Expands ESOP Advisory with Nashville Presence with the Addition of Glenn Shorey
- November 12, 2024
NASHVILLE, TN – Lazear Capital Partners (Lazear), a premier investment banking firm specializing in employee stock ownership plans (ESOPs) and [...]
The Role of Financial Reporting in Selling a Business
- November 12, 2024
Gain a competitive edge by understanding how financial reports prepared for business sale can maximize value and ensure a smooth [...]
Lazear Expands Florida Operations with Expertise with Eric Vogt
- October 15, 2024
TAMPA, FL – Lazear Capital Partners, a leading investment banking firm specializing in employee stock ownership plans (ESOPs) and middle-market [...]
ESOP Considerations for Construction Companies
- October 15, 2024
An ESOP introduces unique opportunities for construction companies, especially when surety bonding, financial structure, and succession planning intersect. Why Should [...]
Lazear Captial Celebrates 25 years of Creativity & Innovation
- October 1, 2024
Lazear Capital Partners, a leader in ESOPs (Employee Stock Ownership Plans) and Merger & Acquisition advisory services is celebrating 25 [...]
A Step-by-Step Guide on Preparing to Sell Your Business
- October 1, 2024
Selling your business is a major decision. Learn how strategic planning, strong leadership, and expert advisors can ensure a smooth [...]
The ESOP Path for Women-Owned Businesses
- August 28, 2024
An ESOP can help women-owned businesses maintain certification, support succession planning, and build long-term employee value. The Impact of Women-Owned [...]
How Business Entities Shape Ownership Transitions
- July 30, 2024
Choosing the right legal entity structure is the hidden key to unlocking a smooth, tax-efficient business succession that protects your [...]
Lazear Capital Expands into NY Metro with Ashley Sarokhan as Market Leader
- June 1, 2024
Originally Published in New York Business Journal Lazear Capital Partners, a leading investment banking firm, is expanding into the New [...]
What Happens to Your Employees After a Succession Plan is Enacted?
- April 30, 2024
When a succession plan is enacted, employees often experience shifts in compensation structures, new incentive plans, and cultural changes—especially in [...]
The Unlock: 3rd Annual Banking Insight Report
- March 28, 2024
Dive into our Third Annual 2024 Banking Report, where you’ll learn what commercial lenders are thinking about this year and [...]
- March 6, 2024
Episode 4: ESOPs in The Big Apple, And a Wrap Up Rudy Caligari (00:00): Lazear really, really were an amazing [...]
- March 6, 2024
Episode 3: ESOPs as a Retention Strategy Paul Grove (00:00): Our assets are our people and our people have legs, [...]
- March 6, 2024
Episode 2: Ownership Transfer, Hourly Employees, Bootstrap Careers Dave Phillips (00:00): … because it is a very complex process, and [...]
- February 28, 2024
Episode 1: ESOP 101 With Ted Lape Host (00:01): From Lazear Capital, this is the ESOP Insider. In this four-part [...]
Why ESOPs Are a Smart Exit Strategy for Construction Business Owners
- February 23, 2024
As retirement nears, construction business owners are turning to ESOPs as a strategic and employee-focused exit path. Why Construction Company [...]
The Unlock: Banking on a Good Partner
- February 19, 2024
Prioritizing a bank with a strong reputation in your local or regional business community, or relying on recommendations of other [...]
Lazear Advises Wright Traffic Control in Acquisition by Genix Holdings
- February 5, 2024
A multi-state Lazear team advised Wright Traffic Control (WTC) on its acquisition by Genix Holdings, a Canadian private investment firm specializing [...]
From Crisis to Opportunity: The Role of ESOPs in Addressing the Challenges of the “Silver Tsunami”
- October 23, 2023
Studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition [...]
Employee Stock Ownership Plans Explained
- October 19, 2023
Podcast Replay: What is an ESOP and How Does It Work?
- April 20, 2023
The Benefits Of An ESOP Exit Planning For Business Owners Ted Lape, a partner with Lazear, explains what an Employee [...]
Podcast Replay: Why are ESOPs so Popular?
- April 2, 2023
The Benefits Of An ESOP Exit Planning For Business Owners Rea CPA Ted Lape, a partner with Lazear Capital, explains [...]
2023 Banking Insight
- April 2, 2023
Today, It’s Harder Than Ever to Predict What’s Next. From inflation, to rising interest rates, to the uncertainty of recession [...]
How to Leverage the Secure Act 1.0 and Section 401(b)(2) for 2022 Income Tax Savings
- March 8, 2023
There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure [...]
5 Succession Planning Questions for Business Owners
- December 19, 2022
Effective succession planning starts with asking the right questions to protect your business’s long-term value and leadership continuity. Over the [...]
Inflation & Uncertain Times: What Does It Mean for the Value of Your Business?
- November 30, 2022
There is no doubt that inflation is top of mind for most businesses. Any argument around whether it is transitory [...]
Ask Us Anything: Are Investment Banking Fees Tax Deductible?
- October 28, 2022
In 2011, the Internal Revenue Service issued Revenue Procedure 2011-29 (Rec. Proc.) which provides a safe harbor election for allocating [...]
Tax Planning: 5 Things That Could Positively Impact Your 2022 Tax Picture
- September 30, 2022
As we approach the fourth quarter of 2022, and with most 2021 tax returns having been filed, many taxpayers and [...]
Why Is the Inflation Reduction Act Good News for ESOPs?
- August 31, 2022
Early this month, the U.S. Government signed into law, the Inflation Reduction Act (the “Act”). Included in the Act are [...]
